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Client Accounting Associate - Family Office Services

Location: Norfolk, Virginia (Hybrid - 2 days remote after training)

We are partnering with a leading independent wealth advisory firm to identify a Client Accounting Associate to join their Family Office Services team in Norfolk. This individual will support a portfolio of high-net-worth clients by managing bill pay, maintaining financial records, and preparing client reports. The ideal candidate brings a blend of bookkeeping, accounting, and client service experience, along with strong organizational skills and attention to detail.

Key Responsibilities:

• Manage client bill pay activities using firm-defined systems and processes

• Track and reconcile client account balances to ensure sufficient funds for upcoming charges

• Prepare monthly bill-pay reconciliation reports and deliverables for client review

• Produce monthly, quarterly, and ad hoc transaction reports from QuickBooks and/or Quicken

• Prepare annual informational tax filings (e.g., 1099s, W-2s)

• Maintain a thorough understanding of assigned client accounts and preferences

• Communicate directly with clients and their professional advisors as needed

• Support additional family office service needs as assigned

Qualifications:

• Bachelor's degree in accounting, finance, or related field preferred

• Minimum of 5 years of bookkeeping or accounting experience (family office experience a plus)

• Proficiency with QuickBooks Desktop and QuickBooks Online

• Strong computer skills in Excel, Word, Adobe, and Outlook

• Experience working directly with clients and managing multiple priorities

• Familiarity with Ramp or Bill.com is a plus

• Highly organized, dependable, and team-oriented

Compensation & Benefits:

• Competitive base salary with annual incentive bonus

• Hybrid work flexibility (2 days per week remote after orientation)

• 401(k) with company contributions

• Comprehensive health, dental, and vision coverage

• Generous paid time off and long-term growth opportunities within a collaborative, employee-owned firm

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